--- title: CORE | Retail Dashboard Overview description: retail dashboard --- [Skip to content](https://support.hapana.com/kb/article/767#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) # CORE | Retail Dashboard Overview Overview This article provides a full walkthrough of the **Retail Dashboard** in CORE — your centralized hub for tracking payments, memberships, gift card activity, and resolving billing issues such as outstanding or failed payments. This tool is key for daily financial hygiene and front desk operations. 🎥 **Watch the walkthrough:** [Click here to watch on Loom](https://www.loom.com/share/02a1cee0a5db4a208e5b9dc41f2cdf46) Or preview it below:   Prerequisites - Admin or front desk access to CORE - Payment gateway connected (e.g. Stripe, Ezidebit) --- ### Key Sections of the Retail Dashboard --- ### 1. Outstanding Payments - **Definition**: Payments that were created without selecting a payment method. - **Common causes**: - Card or bank details not added - Staff skipped payment method during checkout **What you can do:** - Click **View** to inspect invoice - Click **Email Reminder** to notify the client - Click **Shopping Cart** to process payment (if card is now available) - Click **Bin Icon** to remove invoice (only if confirmed unnecessary) > Tip: Always ensure a payment method is selected during sales to prevent invoices from becoming outstanding.   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444377592_c32d2ddc_image-20250603124225-150-1.png?width=447&height=217&name=1759444377592_c32d2ddc_image-20250603124225-150-1.png)   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444378726_8c6ba950_image-20250603124232-151-1.png?width=670&height=222&name=1759444378726_8c6ba950_image-20250603124232-151-1.png)   --- ### 2. Failed Payments - Shows payments that were attempted but declined - Common reasons: - Card expired - Insufficient funds - “Do not honour” (often AMEX) **What you can do:** - Retry payment manually - Send an email reminder - Update card details via the client profile - Click **Payment Card** icon for invoice details and retry logs > Tip: Avoid cancelling failed invoices unless absolutely necessary — the balance is owed and fees may still apply.   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444380368_1fe523e3_image-20250603124242-152-1.png?width=670&height=201&name=1759444380368_1fe523e3_image-20250603124242-152-1.png)   --- ### 3. Payment History - A real-time stream of all payments processed (approved, declined, pending) - Filter by: - **Transaction type** (single vs. membership) - **Date range** - **Status** (paid, pending, failed) - Send invoices directly from here if needed   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444382264_1c925ed1_image-20250603124249-153-1.png?width=670&height=380&name=1759444382264_1c925ed1_image-20250603124249-153-1.png)   --- ### 4. Membership Activity - View all active and pending memberships sold - Filter by status: - Pending - Active - Cancelled > Tip: A quick way to track payment problems linked to ongoing memberships.   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444384212_2f9b1fd0_image-20250603124305-154-1.png?width=670&height=400&name=1759444384212_2f9b1fd0_image-20250603124305-154-1.png)   --- ### 5. Scheduled Payments - Displays upcoming automated charges across all clients - Use this to prepare for high-volume billing days   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444386097_a89a4c68_image-20250603124317-155-1.png?width=670&height=324&name=1759444386097_a89a4c68_image-20250603124317-155-1.png)   --- ### 6. Gift Cards and Product Sales - Overview of gift card redemptions and product transactions (via POS) - View locations where each item was sold or redeemed   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444387966_f9285632_image-20250603124326-156-1.png?width=670&height=396&name=1759444387966_f9285632_image-20250603124326-156-1.png)   --- ### 7. Live Feed & Revenue Snapshot - Real-time payment feed shows latest activity (e.g. "Paid 2 hours ago") - Revenue summary shows: - **Recurring Revenue** - **Average Revenue per Client** - **Net Revenue** (for snapshot only — use Net Revenue Detail Report for deeper insights)   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444390036_3ad23e44_image-20250603124335-157-1.png?width=622&height=636&name=1759444390036_3ad23e44_image-20250603124335-157-1.png)   --- ### 8. Bulk Edit Future Transactions - Cancel or adjust payments between specific date ranges - Useful for: - Studio closures (e.g. holidays, renovations) - Pre-sale periods - Temporary pricing changes (e.g. online class discount) **Options:** - Cancel all future payments between selected dates - Edit payment amount (e.g. $50 → $10) - Export changes as CSV for record-keeping > Tip: Always group by billing cycle (weekly vs. fortnightly) to avoid scheduling conflicts.   ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444391569_2fa27514_image-20250603124343-158-1.png?width=670&height=193&name=1759444391569_2fa27514_image-20250603124343-158-1.png)   --- Expected outcome The Retail Dashboard gives you a high-level, actionable view of your billing activity. Use it daily to monitor, troubleshoot, and optimize studio financials. --- FAQs **Q: Can I refund payments directly from the dashboard?** A: No — refunds are managed via the client record or payment gateway. **Q: Will clients be notified if I retry a failed payment?** A: No automatic notification is sent. Use the email reminder option if needed. **Q: Why are some invoices pending without reason?** A: They likely didn’t have a payment method selected at the time of sale. --- **Still need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com) - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana